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CIK: 0000838618
Total reported value
$1.7B
$1.7B
444 檔
19.2%
The Q4 2024 SEC filing reveals that PDS Planning, Inc held a total portfolio value of $1.7B, covering 444 public equity positions.
In Q4 2024, PDS Planning, Inc displayed an active expansion posture, initiating 5 new positions and adding to 30 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VEA, AGG) accounted for 19.2% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 444 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.31% | +0.20% | +2.20% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.95% | -0.02% | +4.04% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.92% | -0.49% | +6.68% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.75% | +0.07% | +1.60% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.58% | — | +0.83% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.50% | +0.04% | +2.92% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.84% | -0.04% | +3.63% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.81% | -0.32% | +8.83% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.04% | -0.23% | +6.12% | |
| 10 | REET | Ishares Global Reit ETF | ETF-Other | 2.81% | +0.01% | +2.90% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.63% | -0.20% | +5.61% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.24% | +0.04% | +1.05% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.69% | +0.02% | -1.29% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.64% | +0.06% | +3.76% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.63% | -0.04% | -3.98% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.56% | -0.17% | +4.33% | |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 1.25% | -0.13% | +8.95% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.23% | -0.01% | -1.71% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.20% | -0.07% | +0.65% | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 1.18% | -0.23% | +1.78% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.04% | -0.09% | +7.73% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | -0.01% | +14.32% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.98% | +0.01% | -1.54% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.93% | +0.03% | -0.07% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | +0.02% | +1.34% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.88% | -0.06% | +6.50% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | -0.08% | -1.05% | |
| 28 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.67% | -0.03% | +1.46% | |
| 29 | SUB | Ishares Short-term National | ETF-Other | 0.63% | -0.08% | +17.40% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.60% | — | +0.73% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.08% | +10.94% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.09% | +9.38% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.55% | +0.01% | +6.92% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.54% | +0.18% | +2.08% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.04% | +9.15% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.05% | +1.34% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | +0.05% | +15.47% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.48% | -0.02% | +2.72% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | +0.01% | +2.06% | |
| 40 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.47% | +0.02% | -3.18% | |
| 41 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.44% | -0.02% | -2.53% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.09% | +1.26% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.03% | +3.03% | |
| 44 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.39% | -0.01% | +0.95% | |
| 45 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.38% | -0.13% | — | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.32% | -0.02% | -2.36% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | +0.02% | -3.01% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.31% | +0.13% | +1.77% | |
| 49 | NOW | Servicenow Inc | Stock-Tech | 0.31% | -0.01% | -0.43% | |
| 50 | VV | Vanguard Large-cap ETF | ETF-Other | 0.30% | — | +2.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.2% | +2.20% | Add |
| 2 | JPM | Jpmorgan Chase & Co | +0.2% | +14.32% | Add |
| 3 | NVDA | Nvidia CORP | +0.2% | +3.76% | Add |
| 4 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +8.83% | Add |
| 5 | AVGO | Broadcom Inc | +0.2% | +15.47% | Add |
| 6 | TSLA | Tesla Inc | +0.2% | +2.06% | Add |
| 7 | AAPL | Apple Inc | +0.2% | +1.05% | Add |
| 8 | AMZN | Amazon.com Inc | +0.1% | +1.34% | Add |
| 9 | AVUV | Avantis US Small Cap Value | +0.1% | +2.92% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | +10.94% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | +9.38% | Add |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +6.12% | Add |
| 13 | SUB | Ishares Short-term National | +0.1% | +17.40% | Add |
| 14 | AGG | Ishares Core U.s. Aggregate | +0.1% | +6.68% | Add |
| 15 | BSV | Vanguard Short-term Bond ETF | +0.1% | +5.61% | Add |
| 16 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 17 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +7.73% | Add |
| 19 | NOW | Servicenow Inc | +0.1% | -0.43% | Trim |
| 20 | BND | Vanguard Total Bond Market | 0% | +8.95% | Add |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +67.60% | Add |
| 22 | WMT | Walmart Inc | 0% | +15.03% | Add |
| 23 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 0% | +1.77% | Add |
| 25 | V | Visa Inc-class A Shares | 0% | +2.98% | Add |
| 26 | PLTR | Palantir Technologies Inc-a | 0% | NEW | New buy |
| 27 | SHOP | Shopify Inc - Class A | 0% | +24.93% | Add |
| 28 | JMUB | Jpmorgan Municipal ETF | 0% | NEW | New buy |
| 29 | VO | Vanguard Mid-cap ETF | 0% | +1.60% | Add |
| 30 | MUB | Ishares National Muni Bond E | 0% | +6.50% | Add |
| 31 | UNH | Unitedhealth Group Inc | 0% | -3.63% | Trim |
| 32 | LLY | Eli Lilly & Co | -0.1% | +1.26% | Add |
| 33 | GEF | Greif Inc-cl A | -0.1% | -64.21% | Trim |
| 34 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | Sold out |
| 35 | XLE | Ss Energy Select Sector | -0.1% | -70.05% | Trim |
| 36 | JMBS | Janus Henderson Mortg Backed | -0.1% | EXIT | Sold out |
| 37 | KO | Coca-cola Co/the | -0.1% | -2.36% | Trim |
| 38 | VIGI | Vanguard Int Div App Indx Fd | -0.1% | -2.53% | Trim |
| 39 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 40 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | +0.73% | Add |
| 41 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 42 | DGRW | Wisdomtree U.s. Quality Divi | -0.1% | -60.50% | Trim |
| 43 | VBR | Vanguard Small-cap Value ETF | -0.1% | -3.98% | Trim |
| 44 | IEMG | Ishares Core Msci Emerging | -0.1% | -0.07% | Trim |
| 45 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | +0.65% | Add |
| 46 | HELP | Cybin Inc | -0.2% | -88.66% | Trim |
| 47 | VWO | Vanguard Ftse Emerging Marke | -0.2% | +3.63% | Add |
| 48 | ABBV | Abbvie Inc | -0.2% | -1.29% | Trim |
| 49 | REET | Ishares Global Reit ETF | -0.3% | +2.90% | Add |
| 50 | VEA | Vanguard Ftse Developed ETF | -0.5% | +4.04% | Add |
According to official SEC Form 13F filings, PDS Planning, Inc reported a total U.S. public equity portfolio value of $1.7B across 444 disclosed positions in Q4 2024.
During Q4 2024, PDS Planning, Inc's top holdings by market value included IVV (7.3%)、VEA (7.0%)、AGG (5.9%). The largest single position, IVV, represented 7.3% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
BLK
市值: $822.8K
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $733.0K
In Q4 2024, PDS Planning, Inc made 50 total portfolio adjustments, initiating 5 new buys, adding to 30 positions, trimming 11 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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